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Established over twenty years ago, Masterclass brings together senior investment professionals to examine current market themes in depth. Each programme delivers rigorous, research led discussion designed to support informed investment decision making and to meet Structured Learning CPD standards.
Global Equity Masterclass | December 2025
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Learning: Structured
What’s next for global equities as we move towards 2026? Our panel of experts confronts concentration risk and the future of high-flying tech. They explore valuation discipline, blend active and passive strategies, and seize contrarian opportunities in Europe, the UK, and emerging markets.
Speakers:
- Bertrand Cliquet, Managing Director, Portfolio Manager of the Lazard Global Equity Franchise Strategy, Lazard Asset Management
- Samantha Dovey, Group Head of Fund Research, Titan Wealth
- Nick Stanhope, Senior Portfolio Manager, Morningstar Wealth
- Ziad Gergi, Head of the Multi-Manager Funds, Hargreaves Lansdown
Learning Outcomes:
- Style bias as a source of risk, return and diversification in client portfolios
- How to judge certainty of future earnings at stock level
- Maintaining valuation discipline in an era of big tech and AI
